Archive for April, 2016


I’ve stressed this so many times before. When we ask in today’s polls “What party would you vote for if the election was today?” – It is a misleading question. It is misleading because of the many undecided factors of the next election. There are many parameters that are unknown.

There are a few parameters that we do know. We know that the next election will probably take place before the scheduled date, Tuesday November 5, 2019. We know that seven of the ten Faction leaders – Netanyahu, Lapid, Liberman, Kahlon, Bennett, Gal-On, Litzman – are expected to lead their lists into the next election. The misleading poll question is a great way to gauge short-term public opinion. However, to really answer the poll question we have to understand that there are many parameters that are unknown.

We don’t know when the elections will be. We don’t know who will win the Labor Primary Elections. We don’t know what the future of The Joint List holds. We don’t know what will happen in Shas.  We don’t know if Gideon Saar will make a comeback. We don’t know what Gaby Ashkenazi or Benny Gantz will do. We don’t know what Knesset merges and splits are ahead of us. We don’t know if there will be another celebrity candidate that decides to create another ‘star party’. We don’t know how the lists of the Knesset parties will look like. There are many other parameters that can be added to this list.

Let’s examine a few of the various questions and options faction by faction:

Likud

What we know: Netanyahu ran unopposed and will lead Likud into the next general election.
What we don’t know: Will Likud run on a joint ticket with other parties, such as Kulanu, to ensure a Phase 1 victory?

Zionist Union

What we know: There will be a Labor Party Leader primary before the next general election.

What we don’t know: Who wins the Labor primary? What happens with the Livni Party alliance? Who are the new additions?

Joint List

What we know: The four major Arab parties passed the threshold because of the Joint List.

What we don’t know: Can they pull it off again?

Yesh Atid

What we know: Lapid will lead Yesh Atid into the next general election and will select his MK list.

What we don’t know: Will there be a joint ticket? Can Lapid add a big star like Ashkenazi or Gantz?

Kulanu

What we know: Kahlon likes the Finance Ministry and wants to stay there.

What we don’t know:  Does Kahlon go with Likud or Yesh Atid?

Bayit Yehudi

What we know: Bennett is expected to lead the party into the next elections.

What we don’t know: Will Tekuma run with Bayit Yehudi or will they join a new right-wing alliance?

Shas

What we know: The Shas educational system produces at least 3 seats no matter what.

What we don’t know: Who will lead Shas into the next election? Deri, Cohen or Atias? Does Yishai run with someone else or perhaps returns to Shas as #2 to Atias?

UTJ

What we know: Everything is about turnout for them.

What we don’t know: What turnout will be?

Yisrael Beitenu

What we know: Liberman has real issues with Netanyahu.

What we don’t know: Will his party run as part of a larger alliance? Will he choose Netanyahu over the center-left candidate?

Meretz

What we know: The threshold will be an issue for them in the next election, especially if people feel there is a real shot at defeating Netanyahu.

What we don’t know: How many people will vote Meretz because they can’t give their vote to someone else?

 

There are many undecided factors that need to be resolved before the next election. Polls are still important because they are the best tool we possess to measure the short-term public opinion picture. Many of the factors that need to be resolved before the next election will lean heavily on the data of these polls.

As we get closer many of these factors will be resolved and the picture will become more clear.

Israel was built on the multi-party system. Throughout most of the 20th century Israelis voted for parties over leaders and ideas over people. The mainstream observation of how Israeli politics has changed in the 21st century is the movement of voters to choose leaders over parties and people over ideas. This movement, along with the increase of the electoral threshold, has led to a rise in the number of political arrangements between parties, resulting in just ten Factions for the 20th Knesset. Livni’s Party would not pass the threshold without Labor. Degel HaTorah would not be in Knesset if not for Agudat Yisrael. The same could be said for The Joint List of Hadash, Ra’am, Ta’al and Balad. Tekuma owes their Knesset survival to Bayit Yehudi. The technical bloc of Yachad which failed to cross the threshold is another example.

Israel does not have fewer parties but they do have fewer faction leaders at the top of Knesset lists. One of the most remarkable events of the last election was “The Debate” between eight Faction leaders. Bayit Yehudi’s Naftali Bennett, Yisrael Beitenu’s Avigdor Liberman, Shas’s Aryeh Deri, Kulanu’s Moshe Kahlon, Yesh Atid’s Yair Lapid, Meretz’s Zahava Gal-On, The Joint List’s Aymen Odeh and Yachad’s Eli Yishai all participated. Netanyahu, Herzog and Litzman were all absent. The Debate focused on how the leaders would solve issues and for the most part ignored their parties. A year after the elections and all these leaders are still leading their parties.

On Wednesday the Knesset ended its winter session. The Knesset passed roughly 110 new laws in 74 plenum sessions and conducted about 1,600 committee meetings over the winter. Before breaking for recess one would think that people would be summarizing their accomplishments or talking about their goals for the next session. Instead the conversation was focused on what would happen to Shas or the Zionist Union if they lose their leaders. Because there has been no turnover since the election, I’d like to extend that question and examine what would happen today if the leaders from each Faction were removed.

Let’s start with Netanyahu. The Likud was founded in 1973 and its founder Menachem Begin became Prime Minister in 1977. In fact all four Likud leaders (Begin, Shamir, Netanyahu and Sharon) have become Prime Minister. Of course Likud has had its low points, such as their drop from 38 seats in 2003 (40 following the Yisrael B’Aliyah merger) to 12 in 2006. Likud is on a hot streak and has been the ruling party for the past three terms. They have plenty of candidates who can take over the party and try to become the fifth party leader, and perhaps Prime Minister.

Following its establishment in 1968 the first five Labor Party leaders (Eshkol, Meir, Rabin, Peres, Barak) became Prime Minister. The next five (Ben-Eliezer, Mitzna, Peretz, Yachimovich and Herzog) have not. How would things look without Herzog? I think it could be very likely Herzog loses his next primary before the police make a decision on whether or not to officially press charges. It is possible that the new Labor leader decides to dump Livni. It is less likely, but possible, Livni dumps Labor if she doesn’t like the new leader. There are many candidates and it will be difficult to predict a final result here. Margalit, one of the Labor candidates facing Herzog in the primary that still doesn’t have a date, warned against becoming another Kadima. Kadima fell from 28 seats in 2009 to 2 seats in the following 2013 election. I don’t see Labor falling under the current 3.25% threshold but there is a likely scenario where Lapid takes the momentum and Labor finishes in the high single digits.

The Joint List is a new endeavor, and choosing rookie MK Odeh to lead it was an interesting choice. When you have a collection of four parties anything is possible, and Hadash might not stay if they do not have the top spot on the joint list. Also Odeh may not be re-elected as the leader of Hadash because predicting Central Committee elections is about as accurate as predicting an American Caucus Election.

There is no Yesh Atid without Yair Lapid. The good news for Lapid is that he stands a lot to gain from Herzog’s current troubles. What would happen without Lapid? The current #2 Yael German is not the type of person capable of winning double-digits and Lapid’s former #2 Shai Piron is not either. This is how center parties work and that is also why they don’t last. There is no future for this party without Lapid. The MKs would all scramble and end up in either Likud or Labor.

The same can be said about Kulanu. Without Moshe Kahlon there is no Kulanu. Most of the MKs would probably immediately merge with Likud.

Without Naftali Bennett the Bayit Yehudi would probably go back to the three seats they had with their first leader Professor Daniel Hershkovitz, but the new 3.25% electoral threshold creates a bleak outlook for the party after Bennett. Of course there is the argument that if Ayelet Shaked took over the party that might not be the case.

The focus of Shas has always been on their spiritual leader Rabbi Ovadia Yosef, who founded the party in 1984 and de-facto ran it until his death in late 2013. In a clever series of moves Deri was able to regain control of the party and ultimately oust Yishai, who had taken over for him in 2000 after Deri entered prison. If Deri leaves it will be difficult for Yishai, who led the party for 13 years, to come back to Shas, but he might run again with Yachad. The current Shas #2 Itzick Cohen, who also served as interim leader during Deri’s brief retirement prior to last election, is the most likely candidate to replace Deri if he faces jail time again. Cohen lacks the star power needed to keep Shas above the threshold in the post-Yosef era, and Yishai’s list might split the vote enough to throw Shas under the threshold.

Health Minister Litzman was graded as the most popular minister by the general public. There is no chance the Rabbis of the sectorial parties that make up the Faction would replace him against his will. The leader of the UTJ list is also irrelevant to the number of votes they receive. UTJ is the exception to the current trend of voting for leaders over parties.

Liberman is Yisrael Beitenu, just like Lapid is Yesh Atid and Kahlon is Kulanu. Liberman’s party has finished with 4, 12, 15 and 6 seats in the four elections of six when not on a joint ticket. The latest polls have been better for Liberman but this is still a party that will disappear after Liberman leaves. In a case like that most of the MKs would probably join the Likud.

Zahava Gal-On is considered popular within Meretz circles, and any replacement would probably lead to a decline in support for a party that is already flirting with the 3.25% threshold.

 

To summarize, what would happen to the ten Knesset lists if they replaced their leaders ahead of the next election?

Yesh Atid, Kulanu and Yisrael Beitenu would completely collapse without their leaders and end up under the threshold. Bayit Yehudi, Shas and Meretz would most likely collapse without their leaders and would see a significant decline in seats. Likud, Zionist Union and UTJ are less likely to see a collapse with a new leader, and the Joint List’s fate is too volatile to predict.